The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI267: Investing In Chip Companies: Deep Dive Into QCOM, TSM, TXN, AMD, NVDA w/ Nicholas Rossolillo

The Intrinsic Value Podcast - The Investor’s Podcast Network

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The Future of Data Centers

Over the last decade, it's been just general purpose cloud computing. But now all of a sudden, it's AI, which oftentimes is just getting embedded into the cloud somewhere. Data centers and servers will outpace smartphones in the next by the end of this decade. The main chips for data centers are memory and logic.

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